← All themes GLP-1 & Obesity

Obesity Second-Order Effects

Weight-loss medicines change demand well outside healthcare — in snacks, alcohol, apparel sizing, dialysis, and bariatric surgery. Some companies gain from the shift and others lose, which is exactly why the linkage is worth tagging.

26 stocks

Holding in Top 10
Increase
Decrease
Funds Holding 1,625
Funds Holding Change -17
Funds Holding Growth -1%
Value $81.7B
Holding in Top 10 71
Top 10 Change -4
Top 10 Growth -5%
Value Growth -2%
New 167
Increased 637
Reduced 578
Closed 163
Capital Inflow $7.97B
Capital Outflow $4.63B
Net Capital Flow +$3.33B
Capital Flow Change +$1.93B
Calls $545M
Puts $497M
Net Calls +$47.9M
Put/Call Ratio 0.91